FINOVA

Website www.finova.tech
Phone 01275 400 660
Email [email protected]

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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[email protected]

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Mortgage Practice Management

OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners

Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications

Smarter Communications

INSIGHTS:

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FUZE

Fuze Website www.fuze.website/  Phone N/D Email www.fuze.website/contact-us/  KEY FUNCTIONALITYIntroduction Fuze is a technology company that provides financial advisers with a potential comprehensive view of their clients' portfolios. The company's mission is to...

CLIENT ENGAGEMENT TOOL – INZUZO

MARKETING AND CLIENT ENGAGEMENT SYSTEMS - INZUZO Website www.inzuzo.co.uk/ Phone 0800 433 2777 Email [email protected]  Introduction Inzuzo connects UK consumers seeking financial advice with qualified financial advisers. Inzuzo supplies approximately £2.5...

QUOTATION PORTALS SUPPLIER/SOFTWARE: Hub Financial Solutions Prime 1

HUB FINANCIAL SOLUTIONS Website www.hubfinancialsolutions.co.uk Phone 01737 233413 Email N/A HIGH-LEVEL FUNCTIONALITY Comparison of costs for individual product types Own Functionality Comparison of costs for multi-benefit (menu) plans No Functionality Comparison of...

CLIENT PORTALS SUPPLIER/SOFTWARE: DYNAMIC PLANNER

CLIENT PORTALS - DYNAMIC PLANNER - Tram Website www.dynamicplanner.com Phone 0333 6000 500 Email [email protected] [email protected] HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details No...

Business Performance & Operational Management Supplier/Software: Hub Financial Solutions

Hub Financial Solutions - Destination Retirement Website www.hubfinancialsolutions.co.uk Phone 01737 233413 Email N/A KEY FUNCTIONALITYIntroduction In today's evolving financial landscape, advisers need to be ever clearer about their target markets and service...

Artificial Intelligence – AI Tools & Services – PlannerPal

AI Tools & Services - PlannerPal Website www.plannerpal.co.uk Phone 01225 941 135 Email [email protected] KEY FUNCTIONALITYIntroduction PlannerPal is a software solution designed to enhance the efficiency and productivity of financial advisers and their teams....

CLIENT PORTALS SUPPLIER/SOFTWARE: INTELLIFLO PERSONAL FINANCE PORTAL

INTELLIFLO PERSONAL FINANCE PORTAL Website www.intelliflo.com Phone 0330 102 8402 Email [email protected]@[email protected] HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details Own...

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: intelliflo planning

INTELLIFLO PLANNING Website www.intelliflo.com Phone 0330 102 8402 Email [email protected]@[email protected] HIGH-LEVEL FUNCTIONALITY Income & expenditure projections Own Functionality Portfolio projections based on underlying asset...

CLIENT PORTALS SUPPLIER/SOFTWARE: VoyantGo & Snapshot

CLIENT PORTALS - VOYANTGO & SNAPSHOT Website www.planwithvoyant.co.uk Phone Support: 020 8090 3601 Sales: 020 8090 3600 Email [email protected] HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details...